Financials

Financial statements

2012 Statements of Financial Position (audited) (pdf)

2012 Statements of Activities (audited) (pdf)

2012 Combined Assets (unaudited) (pdf)

Form 990-PF

Download a copy of our 2012 Form 990-PF.

Investment approach

The Foundation's investment team was created in July 2008 and engages external money managers to invest globally across different asset classes. Because the Foundation was established to exist in perpetuity, the investment team takes a long-term view toward asset management.

As of September 30, 2013 the team managed approximately $4.4 billion in assets ($2.4 billion in Foundation assets and $2.0 billion in related charitable entities). The Foundation's assets are invested using the following asset allocation targets:

investment approach